Credit Suisse’s Franklin Covey FC Stock Holding History

Credit Suisse’s Portfolio FC Stock Details FC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$382K	Hold	9,733	–	–	﹤0.01%	2748
2023 Q4	$424K	Sell	9,733 -1,153	-11%	-$45.7K	﹤0.01%	2804
2023 Q3	$467K	Sell	10,886 -666	-6%	-$29.6K	﹤0.01%	2716
2023 Q2	$505K	Buy	11,552 +855	+8%	+$31.6K	﹤0.01%	2768
2023 Q1	$412K	Buy	10,697 +4	+0%	+$185	﹤0.01%	2849
2022 Q4	$500K	Buy	10,693 +2,073	+24%	+$101K	﹤0.01%	2772
2022 Q3	$391K	Buy	8,620 +2	+0%	+$99	﹤0.01%	2943
2022 Q2	$397K	Buy	+8,618	New	+$343K	﹤0.01%	2984
2020 Q1	–	Sell	-7,487	Closed	-$241K	–	4051
2019 Q4	$241K	Buy	+7,487	New	+$271K	﹤0.01%	3918
2014 Q3	–	Sell	-11,064	Closed	-$223K	–	4490
2014 Q2	$223K	Sell	11,064 -7,376	-40%	-$154K	﹤0.01%	4286
2014 Q1	$365K	Buy	18,440 +2,227	+14%	+$45.1K	﹤0.01%	3954
2013 Q4	$323K	Buy	+16,213	New	+$316K	﹤0.01%	4026
2013 Q3	–	Sell	-11,464	Closed	-$154K	–	4244
2013 Q2	$154K	Buy	+11,464	New	+$159K	﹤0.01%	3917

Other funds holding FC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse's FC Position: Q1 2024 in Review

Credit Suisse held its Franklin Covey (FC) position steady in Q1 2024 at 9,733 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Credit Suisse first reported a position in FC in Q2 2013 and has held it in 13 quarters since. The position peaked at $505K in Q2 2023. 123 funds tracked by Wall St. Rank hold FC as of Q1 2024.

Credit Suisse held 9,733 shares of Franklin Covey worth $382K as of Q1 2024.
Credit Suisse left its Franklin Covey share count unchanged in Q1 2024.
Franklin Covey made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2748 holding.
Credit Suisse first reported a position in Franklin Covey in Q2 2013 and has held it in 13 quarters since.
Credit Suisse's Franklin Covey position peaked at $505K in Q2 2023.
123 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.